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M•••••••• P•••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Villanova, PAm•••••••••.com

••• Locked

Regulatory AUM
$403M
Form ADV
PE fund assets
$403M
Form ADV
PE funds
15
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (4)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 17 of 17 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.40bn Private Equity Fund GAV on the Form ADV filed 2024-09-27
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 17 of 17 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Sep 27, 2024
RAUM
$403Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
15
PE fund GAV, latest filing
$403Mreported gross assets (Form ADV), not fund size
All private fund GAV
$403Mevery private fund type, latest filing
2024 PE fund GAV
$403Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-09-27, latest gav Private Equity Fund $403M, latest counts Private Equity Fund 15, lifetime distinct Private Equity Fund 17
Employees
12
Headquarters
Villanova, PA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
17 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•••••• H•••••••• L•••••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$14.8M
as of Sep 27, 2024
no Form DUnknown
M•••••••• F• D•••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$101M
as of Sep 27, 2024
no Form DEarly deployment
D•••• A•••••••• I•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$50.7M
as of Sep 27, 2024
no Form DEarly deployment
M•••••••• F• I••••• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$65.3M
as of Sep 27, 2024
no Form DActive deployment
M•••••••• P••••••• F• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$58.0M
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• F• 2• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$22.3M
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• F• 3• B•••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$337,733
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• F• 3• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$114,161
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• F• 3• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$49,333
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• F• A•• 3• L•
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$0
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• I•• L••• 3•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$354,264
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$41.1M
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$23.8M
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• I•• L••• 2•
ADV: Private Equity Fund
buyout or unlabelledunknown$15.7M
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• I••• L••• 2•
ADV: Private Equity Fund
buyout or unlabelledunknown$8.9M
as of Sep 27, 2024
no Form DHarvest
M•••••••• P••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 29, 2018
no Form DWound down
M•••••••• P••••••• I•• L••• 2•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 29, 2018
no Form DWound down
Team
4 current, 7 former
7 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
  • P••• H••• G•••• L•• 6 shared · very strong · last Jan 1, 2020
  • C•• S••••••••• L• 3 shared · strong · last Jan 1, 2014
  • I•••••• C•••••• L•• 1 shared · one time · last Jan 1, 2024
  • D•••• P••• A•••••••• L•• 1 shared · one time · last Jan 1, 2023
LP commitments
2 disclosed
Events
2 most recent
  1. Mar 31, 2026
    MP Next Capital: Private Equity Funds on Form ADV 15 (2024 extract) -> 13 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Feb 14, 2012
    M•••••••• P••••••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

M•••••••• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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